Micron Technology(US:MU) 半导体芯闻·2025-09-17 10:24Core Insights - The global DRAM shipment volume reached 76.1EB in Q2, marking a 16.6% increase from Q1, the highest growth since Q2 2023 [2] - Total DRAM revenue for Q2 was $31.3 billion, up 17.2% quarter-over-quarter, with an average selling price (ASP) of $0.41 per Gigabit, reflecting a 0.6% increase [2] - The overall operating profit margin for the DRAM industry improved by 1 percentage point to 38% [2] Company Performance - SK Hynix led the HBM market with Q2 revenue of $12.2 billion and operating profit of $6.8 billion, solidifying its dominant position [3] - Samsung Electronics reported Q2 revenue of $10.1 billion, while Micron Technology generated $7.0 billion in revenue [3] - Chinese company CXMT and Taiwan's Nanya Technology followed with revenues of $1.3 billion and $0.3 billion, respectively [3] Market Trends - The demand for HBM is expected to continue growing due to the increasing need for AI servers, intensifying competition in the HBM4 market in the second half of the year [3] - SK Hynix has advanced the market to HBM3 and HBM3E, while Samsung and Micron have entered the HBM market, establishing a competitive landscape [3]